102 tracked 13F filers disclose a position in ULST as of the latest SEC 13F filings, a combined $449.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $160.0M | 3.9M | ▲+3.9% Added · +147K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $52.4M | 1.3M | ▼−2.4% Reduced · −31K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $28.1M | 693K | ▲+13% Added · +78K sh | Q1 2026 | |
| 4 | BIP Wealth, LLC | $26.9M | 665K | ▲+13% Added · +77K sh | Q2 2026 | |
| 5 | Avestar Capital, LLC | $25.4M | 629K | ▲+6.6% Added · +39K sh | Q2 2026 | |
| 6 | PTM WEALTH MANAGEMENT, LLC | $20.8M | 515K | ▲+9.3% Added · +44K sh | Q2 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $18.6M | 460K | ▲+11% Added · +45K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $11.2M | 278K | ▲+6.5% Added · +17K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.2M | 277K | ▲+10% Added · +25K sh | Q1 2026 | |
| 10 | Stablepoint Partners, LLC | $8.9M | 221K | ▲+2.4% Added · +5K sh | Q2 2026 | |
| 11 | ORBA Wealth Advisors, L.L.C. | $6.4M | 158K | ▲+29% Added · +35K sh | Q2 2026 | |
| 12 | Norris Financial Group, LLC | $5.0M | 123K | ▲+16% Added · +17K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 120K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 14 | David Kennon Inc | $4.3M | 106K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 15 | Kraft, Davis & Associates, LLC | $4.2M | 105K | ▲New +105K sh | Q2 2026 | |
| 16 | UBS Group AG | $3.6M | 88K | ▲+12% Added · +10K sh | Q1 2026 | |
| 17 | WT Wealth Management | $3.2M | 79K | ▲+11% Added · +8K sh | Q2 2026 | |
| 18 | VERUS CAPITAL PARTNERS, LLC | $2.9M | 72K | ▲+16% Added · +10K sh | Q2 2026 | |
| 19 | BridgePort Financial Solutions, LLC | $2.8M | 69K | ▼−9.8% Reduced · −8K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $2.5M | 61K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 21 | Cannon Wealth Management Services, LLC | $2.2M | 54K | ▲+7.9% Added · +4K sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $2.1M | 52K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 23 | Elmwood Wealth Management, Inc. | $2.0M | 50K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 24 | Barnes Wealth Management Group, Inc | $1.9M | 48K | ▼−4.3% Reduced · −2K sh | Q2 2026 | |
| 25 | Global View Capital Management LLC | $1.9M | 46K | ▲+2.5% Added · +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in ULST and 22 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 48 funds | $8.0B |
| MICROSOFT CORPMSFT | 48 funds | $5.8B |
| AMAZON.COM INCAMZN | 48 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $2.1B |
| NVIDIA CORPNVDA | 47 funds | $9.0B |
| BROADCOM INCAVGO | 47 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 47 funds | $3.1B |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $2.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 47 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 46 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 46 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $1.7B |
Ranked by how many of ULST's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SRLNmc | 432 funds | $3.6B |
| TOTLmc | 335 funds | $3.4B |
| RLYSTATE STREET MUL | 155 funds | $731.3M |
| ULSTthis pageULT SHT TRM BD | 102 funds | $451.5M |
| GALUIT EXCHANGE TRADED | 63 funds | $157.5M |
| INKMSTATE STREET INC | 19 funds | $15.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ULST
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ULST/capital-change-brief"
Use Arkolith's capital_change_brief for ULST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ULST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.